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Unitil
UTL

153 hedge funds and large institutions have $601M invested in Unitil in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 44 increasing their positions, 50 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 15

25% more capital invested

Capital invested by funds: $481M → $601M (+$120M)

13% more funds holding

Funds holding: 136 → 153 (+17)

5.53% more ownership

Funds ownership: 69.94% → 75.47% (+5.5%)

12% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 50

Holders
153
Holders Change
+17
Holders Change %
+12.5%
% of All Funds
2.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
44
Reduced
50
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$66.2M
2
Invesco
Invesco
Georgia
+$12.6M
3
State Street
State Street
Massachusetts
+$11.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$9.17M
5
Principal Financial Group
Principal Financial Group
Iowa
+$6.04M

Top Sellers

Rank Fund Capital Flow
1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$41.3M
2
FCM
Frontier Capital Management
Massachusetts
-$13.3M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$10.5M
4
Russell Investments Group
Russell Investments Group
United Kingdom
-$2.95M
5
ACB
Aristotle Capital Boston
Massachusetts
-$2.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
KWMG
101
King Wealth Management Group
Florida
$228K +$231K +4,296 New
TRSOTSOK
102
Teachers Retirement System of the State of Kentucky
Kentucky
$228K +$231K +4,300 New
New York State Teachers Retirement System (NYSTRS)
103
New York State Teachers Retirement System (NYSTRS)
New York
$225K +$228K +4,241 New
WG
104
Winton Group
United Kingdom
$225K +$229K +4,247 New
ProShare Advisors
105
ProShare Advisors
Maryland
$225K +$229K +4,251 New
ASRS
106
Arizona State Retirement System
Arizona
$216K +$220K +4,081 New
TI
107
Trexquant Investment
Connecticut
$215K +$218K +4,060 New
ECM
108
Everence Capital Management
Indiana
$212K +$215K +4,000 New
US Bancorp
109
US Bancorp
Minnesota
$167K -$161 -3 -0.1%
MOACM
110
Mutual of America Capital Management
New York
$113K +$115K +2,138 New
ASN
111
Advisory Services Network
Georgia
$109K +$110K +2,053 New
BFEC
112
Benjamin F. Edwards & Company
Missouri
$77K – – –
HI
113
Harbour Investments
Wisconsin
$73K +$13.2K +245 +22%
AIP
114
Ameritas Investment Partners
Nebraska
$66K – – –
HWMA
115
Heritage Wealth Management (Arizona)
Arizona
$57K +$24.4K +454 +72%
Ohio Public Employees Retirement System (OPERS)
116
Ohio Public Employees Retirement System (OPERS)
Ohio
$56K +$6.56K +122 +13%
VI
117
Vestcor Inc
New Brunswick, Canada
$53K -$6.03K -112 -10%
ARMC
118
American Research & Management Company
Massachusetts
$53K – – –
NFG
119
Next Financial Group
Texas
$41K – – –
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$40K -$968 -18 -2%
AWA
121
Arkadios Wealth Advisors
Georgia
$39K +$40.4K +750 New
S
122
SignatureFD
Georgia
$31K – – –
EI
123
Ellevest Inc
New York
$30K +$30.8K +573 New
EVM
124
Eaton Vance Management
Massachusetts
$28K -$2.21K -41 -7%
FHA
125
First Horizon Advisors
Tennessee
$28K +$2.8K +52 +11%
3 4
5
6 7

UTL Hedge Fund Activity: Q2 2021 in Review

153 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Unitil (UTL) for Q2 2021, worth a combined $601M — up 25% from $481M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new UTL positions and 15 closed out — a net gain of 17 holders — while 44 added to existing stakes and 50 trimmed.

The largest buyer was BlackRock, adding an estimated $66.2M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $41.3M.

  • 153 institutional investors held Unitil (UTL) as of Q2 2021, up from 136 in Q1 2021.
  • Funds reported $601M of Unitil stock for Q2 2021, up 25% quarter-over-quarter.
  • 32 funds opened new Unitil positions in Q2 2021 and 15 closed out, a net change of +17 holders.
  • The largest Unitil buyer in Q2 2021 was BlackRock, an estimated $66.2M added.
  • The largest Unitil seller in Q2 2021 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $41.3M sold.

Based on aggregated 13F filings for Q2 2021.